--- title: AJ Bell Funds | AJ Bell Touch --- [Skip to content](https://landing.ajbelltouch.co.uk/investment-solutions/funds#main-content) [![AJ Bell Touch logo](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Touch_logo_primary_1000x500.png?width=250&height=66&name=Touch_logo_primary_1000x500.png "AJ Bell Touch logo")](https://ajbelltouch.co.uk/) [Investment literature](https://landing.ajbelltouch.co.uk/investment-solutions/funds) [Due diligence](https://landing.ajbelltouch.co.uk/support/due-diligence?hsLang=en) [Consumer duty](https://landing.ajbelltouch.co.uk/support/consumer-duty?hsLang=en) [Sign in](https://ajbelltouch.co.uk/adviser) ## AJ Bell Funds range Find the solution that best fits your clients’ investment objective and appetite to risk: ### Growth solutions Cautious Moderately Cautious Balanced Moderately Adventurous Adventurous Global Growth **CG AJ Bell Cautious Fund** Click the thumbnail below to open the required document:   [![AJBellFunds\_factsheets](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_factsheets.png?width=220&height=220&name=AJBellFunds_factsheets.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJB_CGAJBell_Cautious_factsheet.pdf?hsLang=en)[![AJBellFunds\_KIID](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_KIID.png?width=220&height=220&name=AJBellFunds_KIID.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/CG%20KIIDs/CGAJB_Cautious_KIID.pdf?hsLang=en)[![Quartely\_report](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Quartely_report.png?width=220&height=220&name=Quartely_report.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/Q1%2026%20reports/AJB_Cautious_Q1_2026.pdf?hsLang=en) [![Target\_market\_assessment](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Target_market_assessment.png?width=220&height=220&name=Target_market_assessment.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/Target_market_Cautious.pdf?hsLang=en)    ![Defaqto\_3\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Defaqto_3_110x85.png?width=110&height=85&name=Defaqto_3_110x85.png)![Risk\_badges\_110x85\_Synaptic3\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Risk_badges_110x85_Synaptic3_110x85.png?width=110&height=85&name=Risk_badges_110x85_Synaptic3_110x85.png) ![EValue-2\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/EValue-2_110x85.png?width=110&height=85&name=EValue-2_110x85.png)  ![FinaMetrica-37-48\_200x150](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/AJBI%20literature/FinaMetrica%20risk%20badges/FinaMetrica-37-48_200x150.png?width=110&height=83&name=FinaMetrica-37-48_200x150.png) ![OxfordRisk-2-2\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/OxfordRisk-2-2_110x85.png?width=110&height=85&name=OxfordRisk-2-2_110x85.png)   ![Dynamic-3RT\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Dynamic-3RT_110x85.png?width=110&height=85&name=Dynamic-3RT_110x85.png)  **CG AJ Bell Moderately Cautious**   Click the thumbnail below to open the required document:   [![AJBellFunds\_factsheets](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_factsheets.png?width=220&height=220&name=AJBellFunds_factsheets.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJB_CGAJBell_Mod_Cautious_factsheet.pdf?hsLang=en)[![AJBellFunds\_KIID](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_KIID.png?width=220&height=220&name=AJBellFunds_KIID.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/CG%20KIIDs/CGAJB_Moderately_Cautious_KIID.pdf?hsLang=en) [![Quartely\_report](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Quartely_report.png?width=220&height=220&name=Quartely_report.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/Q1%2026%20reports/AJB_Mod_Cautious_Q1_2026.pdf?hsLang=en)[![Target\_market\_assessment](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Target_market_assessment.png?width=220&height=220&name=Target_market_assessment.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/Target_market_Mod-Cautious.pdf?hsLang=en)    ![Defaqto-4\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Defaqto-4_110x85.png?width=110&height=85&name=Defaqto-4_110x85.png)![Risk\_badges\_110x85\_Synaptic4\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Risk_badges_110x85_Synaptic4_110x85.png?width=110&height=85&name=Risk_badges_110x85_Synaptic4_110x85.png) ![EValue-5\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/EValue-5_110x85.png?width=110&height=85&name=EValue-5_110x85.png)  ![FinaMetrica-51-61\_200x150](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/AJBI%20literature/FinaMetrica%20risk%20badges/FinaMetrica-51-61_200x150.png?width=110&height=83&name=FinaMetrica-51-61_200x150.png) ![OxfordRisk-2-3\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/OxfordRisk-2-3_110x85.png?width=110&height=85&name=OxfordRisk-2-3_110x85.png)   ![Dynamic-4RT\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Dynamic-4RT_110x85.png?width=110&height=85&name=Dynamic-4RT_110x85.png) **CG AJ Bell Balanced**   Click the thumbnail below to open the required document:   [![AJBellFunds\_factsheets](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_factsheets.png?width=220&height=220&name=AJBellFunds_factsheets.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJB_CGAJBell_Balanced_factsheet.pdf?hsLang=en)[![AJBellFunds\_KIID](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_KIID.png?width=220&height=220&name=AJBellFunds_KIID.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/CG%20KIIDs/CGAJB_Balanced_KIID.pdf?hsLang=en) [![Quartely\_report](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Quartely_report.png?width=220&height=220&name=Quartely_report.png) ](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/Q1%2026%20reports/AJB_Balanced_Q1_2026.pdf?hsLang=en)[![Target\_market\_assessment](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Target_market_assessment.png?width=220&height=220&name=Target_market_assessment.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/Target_market_Balanced.pdf?hsLang=en)   ![Defaqto-5\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Defaqto-5_110x85.png?width=110&height=85&name=Defaqto-5_110x85.png)![Risk\_badges\_110x85\_Synaptic6\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Risk_badges_110x85_Synaptic6_110x85.png?width=110&height=85&name=Risk_badges_110x85_Synaptic6_110x85.png) ![EValue-7\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/EValue-7_110x85.png?width=110&height=85&name=EValue-7_110x85.png)  ![FinaMetrica-59-71\_200x150](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/AJBI%20literature/FinaMetrica%20risk%20badges/FinaMetrica-59-71_200x150.png?width=110&height=83&name=FinaMetrica-59-71_200x150.png) ![OxfordRisk-3-4\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/OxfordRisk-3-4_110x85.png?width=110&height=85&name=OxfordRisk-3-4_110x85.png)   ![Dynamic-5RT\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Dynamic-5RT_110x85.png?width=110&height=85&name=Dynamic-5RT_110x85.png)  **CG AJ Bell Moderately Adventurous**   Click the thumbnail below to open the required document:   [![AJBellFunds\_factsheets](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_factsheets.png?width=220&height=220&name=AJBellFunds_factsheets.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJB_CGAJBell_Mod_Adventurous_factsheet.pdf?hsLang=en)[![AJBellFunds\_KIID](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_KIID.png?width=220&height=220&name=AJBellFunds_KIID.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/CG%20KIIDs/CGAJB_Moderately_Adventurous_KIID.pdf?hsLang=en) [![Quartely\_report](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Quartely_report.png?width=220&height=220&name=Quartely_report.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/Q1%2026%20reports/AJB_Mod_Adventurous_Q1_2026.pdf?hsLang=en)[![Target\_market\_assessment](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Target_market_assessment.png?width=220&height=220&name=Target_market_assessment.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/Target_market_Mod-Adventurous.pdf?hsLang=en)   ![Defaqto-7\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Defaqto-7_110x85.png?width=110&height=85&name=Defaqto-7_110x85.png)![Risk\_badges\_110x85\_Synaptic7\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Risk_badges_110x85_Synaptic7_110x85.png?width=110&height=85&name=Risk_badges_110x85_Synaptic7_110x85.png) ![EValue-8\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/EValue-8_110x85.png?width=110&height=85&name=EValue-8_110x85.png)  ![FinaMetrica-69-85\_200x150](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/AJBI%20literature/FinaMetrica%20risk%20badges/FinaMetrica-69-85_200x150.png?width=110&height=83&name=FinaMetrica-69-85_200x150.png) ![OxfordRisk-4-5\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/OxfordRisk-4-5_110x85.png?width=110&height=85&name=OxfordRisk-4-5_110x85.png)   ![Dynamic-6RT\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Dynamic-6RT_110x85.png?width=110&height=85&name=Dynamic-6RT_110x85.png)  **CG AJ Bell Adventurous**   Click the thumbnail below to open the required document:   [![AJBellFunds\_factsheets](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_factsheets.png?width=220&height=220&name=AJBellFunds_factsheets.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJB_CGAJBell_Adventurous_factsheet.pdf?hsLang=en)[![AJBellFunds\_KIID](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_KIID.png?width=220&height=220&name=AJBellFunds_KIID.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/CG%20KIIDs/CGAJB_Adventurous_KIID.pdf?hsLang=en) [![Quartely\_report](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Quartely_report.png?width=220&height=220&name=Quartely_report.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/Q1%2026%20reports/AJB_Adventurous_Q1_2026.pdf?hsLang=en)[![Target\_market\_assessment](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Target_market_assessment.png?width=220&height=220&name=Target_market_assessment.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/Target_market_Adventurous.pdf?hsLang=en)   ![Defaqto-8\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Defaqto-8_110x85.png?width=110&height=85&name=Defaqto-8_110x85.png)![Risk\_badges\_110x85\_Synaptic8\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Risk_badges_110x85_Synaptic8_110x85.png?width=110&height=85&name=Risk_badges_110x85_Synaptic8_110x85.png) ![EValue-10\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/EValue-10_110x85.png?width=110&height=85&name=EValue-10_110x85.png)  ![FinaMetrica-75-100\_200x150](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/AJBI%20literature/FinaMetrica%20risk%20badges/FinaMetrica-75-100_200x150.png?width=110&height=83&name=FinaMetrica-75-100_200x150.png) ![OxfordRisk-4-6\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/OxfordRisk-4-6_110x85.png?width=110&height=85&name=OxfordRisk-4-6_110x85.png)   ![Dynamic-7RT\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Dynamic-7RT_110x85.png?width=110&height=85&name=Dynamic-7RT_110x85.png)  **CG AJ Bell Global Growth** Click the thumbnail below to open the required document: [![AJBellFunds\_factsheets](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_factsheets.png?width=220&height=220&name=AJBellFunds_factsheets.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJB_CGAJBell_Global_Growth_factsheet.pdf?hsLang=en)[![AJBellFunds\_KIID](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_KIID.png?width=220&height=220&name=AJBellFunds_KIID.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/CG%20KIIDs/CGAJB_Global_Growth_KIID.pdf?hsLang=en) [![Quartely\_report](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Quartely_report.png?width=220&height=220&name=Quartely_report.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/Q1%2026%20reports/AJB_Global_Growth_Q1_2026.pdf?hsLang=en)[![Target\_market\_assessment](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Target_market_assessment.png?width=220&height=220&name=Target_market_assessment.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/Target_market_Global-Growth.pdf?hsLang=en) ![Defaqto-9\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Defaqto-9_110x85.png?width=110&height=85&name=Defaqto-9_110x85.png)![Risk\_badges\_110x85\_Synaptic8\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Risk_badges_110x85_Synaptic8_110x85.png?width=110&height=85&name=Risk_badges_110x85_Synaptic8_110x85.png) ![EValue-10\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/EValue-10_110x85.png?width=110&height=85&name=EValue-10_110x85.png)  ![FinaMetrica-78-100\_200x150](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/AJBI%20literature/FinaMetrica%20risk%20badges/FinaMetrica-78-100_200x150.png?width=110&height=83&name=FinaMetrica-78-100_200x150.png) ![OxfordRisk-5-6\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/OxfordRisk-5-6_110x85.png?width=110&height=85&name=OxfordRisk-5-6_110x85.png)   ![Dynamic-8RT\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Dynamic-8RT_110x85.png?width=110&height=85&name=Dynamic-8RT_110x85.png)  ### Income and responsible solutions Income Income & Growth Responsible Growth **CG AJ Bell Income** Click the thumbnail below to open the required document:   [![AJBellFunds\_factsheets](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_factsheets.png?width=220&height=220&name=AJBellFunds_factsheets.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJB_CGAJBell_Income_factsheet.pdf?hsLang=en)[![AJBellFunds\_KIID](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_KIID.png?width=220&height=220&name=AJBellFunds_KIID.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/CG%20KIIDs/CGAJB_Income_KIID.pdf?hsLang=en) [![Quartely\_report](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Quartely_report.png?width=220&height=220&name=Quartely_report.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/Q1%2026%20reports/AJB_Income_Q1_2026.pdf?hsLang=en)[![Target\_market\_assessment](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Target_market_assessment.png?width=220&height=220&name=Target_market_assessment.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/Target_market_Income.pdf?hsLang=en)    ![Defaqto-5\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Defaqto-5_110x85.png?width=110&height=85&name=Defaqto-5_110x85.png) ![Risk\_badges\_110x85\_Synaptic6\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Risk_badges_110x85_Synaptic6_110x85.png?width=110&height=85&name=Risk_badges_110x85_Synaptic6_110x85.png)![FinaMetrica-59-71\_200x150](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/AJBI%20literature/FinaMetrica%20risk%20badges/FinaMetrica-59-71_200x150.png?width=110&height=83&name=FinaMetrica-59-71_200x150.png) **CG AJ Bell Income & Growth**   Click the thumbnail below to open the required document:   [![AJBellFunds\_factsheets](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_factsheets.png?width=220&height=220&name=AJBellFunds_factsheets.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJB_CGAJBell_Income_Growth_factsheet.pdf?hsLang=en)[![AJBellFunds\_KIID](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_KIID.png?width=220&height=220&name=AJBellFunds_KIID.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/CG%20KIIDs/CGAJB_Income_and_Growth_KIID.pdf?hsLang=en) [![Quartely\_report](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Quartely_report.png?width=220&height=220&name=Quartely_report.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/Q1%2026%20reports/AJB_Income_Growth_Q1_2026.pdf?hsLang=en)[![Target\_market\_assessment](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Target_market_assessment.png?width=220&height=220&name=Target_market_assessment.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/Target_market_Income-Growth.pdf?hsLang=en)   ![Defaqto-8\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Defaqto-8_110x85.png?width=110&height=85&name=Defaqto-8_110x85.png) ![Risk\_badges\_110x85\_Synaptic8\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Risk_badges_110x85_Synaptic8_110x85.png?width=110&height=85&name=Risk_badges_110x85_Synaptic8_110x85.png)![FinaMetrica-75-100\_200x150](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/AJBI%20literature/FinaMetrica%20risk%20badges/FinaMetrica-75-100_200x150.png?width=110&height=83&name=FinaMetrica-75-100_200x150.png) **CG AJ Bell Responsible Screened Growth**   Click the thumbnail below to open the required document:   [![AJBellFunds\_factsheets](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_factsheets.png?width=220&height=220&name=AJBellFunds_factsheets.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJB_CGAJBell_Responsible_Screened_Growth_factsheet.pdf?hsLang=en)[![AJBellFunds\_KIID](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_KIID.png?width=220&height=220&name=AJBellFunds_KIID.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/CG%20KIIDs/CGAJB_Responsible_Growth_KIID.pdf?hsLang=en) [![Quartely\_report](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Quartely_report.png?width=220&height=220&name=Quartely_report.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/Q1%2026%20reports/AJB_Responsible_Growth_2026_Q1.pdf?hsLang=en) [![Sustainability\_disclosure](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Sustainability_disclosure.jpg?width=220&height=220&name=Sustainability_disclosure.jpg)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJB_Responsible_Screened_Growth_Fund_sustainability_disclosure.pdf?hsLang=en)   ![Defaqto-8\_110x85](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJ%20Bell%20Touch/Defaqto-8_110x85.png?width=110&height=85&name=Defaqto-8_110x85.png) ## Literature library Below you’ll find all the keys documents you need to support your recommendation: Portfolio information Click the thumbnail below to open the required document: [![AJBellFunds\_adviser\_guide](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_adviser_guide.png?width=220&height=220&name=AJBellFunds_adviser_guide.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJB_Funds_Adviser_guide.pdf?hsLang=en) [![AJBellFunds\_client\_guide](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_client_guide.png?width=220&height=220&name=AJBellFunds_client_guide.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJB_Funds_Client_guide.pdf?hsLang=en) [![IncomeFunds\_client\_guide](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/IncomeFunds_client_guide.png?width=220&height=220&name=IncomeFunds_client_guide.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJB_Income_Fund_Client_guide.pdf?hsLang=en) [![RGF\_adviser\_guide](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/RGF_adviser_guide.png?width=220&height=220&name=RGF_adviser_guide.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJBIC_RGF_adviser_guide.pdf?hsLang=en)[![RGF\_client\_guide](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/RGF_client_guide.png?width=220&height=220&name=RGF_client_guide.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJBIC_RGF_client_guide.pdf?hsLang=en)[![Commitment\_CC](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Commitment_CC.png?width=220&height=220&name=Commitment_CC.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJB_Commitment_on_cost.pdf?hsLang=en)[![Current\_portfolios](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/Current_portfolios.png?width=220&height=220&name=Current_portfolios.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJBI_Fund_Current_portfolios.pdf?hsLang=en) Due diligence Click the thumbnail below to open the required document: [![AJBellFunds\_adviser\_FAQs](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_adviser_FAQs.png?width=220&height=220&name=AJBellFunds_adviser_FAQs.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJB_Funds_Adviser_FAQs.pdf?hsLang=en)[![IncomeFunds\_adviser\_FAQs](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/IncomeFunds_adviser_FAQs.png?width=220&height=220&name=IncomeFunds_adviser_FAQs.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJB_Income_Funds_Adviser_FAQs.pdf?hsLang=en)[![AJBellFunds\_factsheets](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_factsheets.png?width=220&height=220&name=AJBellFunds_factsheets.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJBI_Funds_factsheets.pdf?hsLang=en)[![AJBellFunds\_KIID](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_KIID.png?width=220&height=220&name=AJBellFunds_KIID.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJBI_Funds_KIIDs_documents.pdf?hsLang=en) [![AJBellFunds\_Target\_market\_assessment](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_Target_market_assessment.png?width=220&height=220&name=AJBellFunds_Target_market_assessment.png)](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBI%20literature/AJBI_Market_assessment_Funds.pdf?hsLang=en)[![AJBellFunds\_Prospectus](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/AJBellFunds_Prospectus.png?width=220&height=220&name=AJBellFunds_Prospectus.png)](https://landing.ajbelltouch.co.uk/hubfs/Prospectus_CG_AJ_Bell_ICVC.pdf?hsLang=en) Fund updates Click the thumbnail below to open the required document: [![SAA\_2026\_250x250\_cover\_transparent](https://landing.ajbelltouch.co.uk/hs-fs/hubfs/SAA_2026_250x250_cover_transparent.png?width=250&height=250&name=SAA_2026_250x250_cover_transparent.png)](https://landing.ajbelltouch.co.uk/hubfs/AJBI_SAA_brochure_2026.pdf?hsLang=en) ## Who are AJ Bell Investments? AJ Bell Investments offers simple, transparent, and low-cost investment solutions tailored to advisers and their clients. Backed by a team with over 100 years of collective experience across retail, institutional, and adviser-focused investment management, the team combines technical expertise with a deep understanding of adviser businesses. Available through the AJ Bell Touch platform, their simple, transparent and low-cost portfolios are designed to support centralised investment propositions and streamline client outcomes. ![AJBT\_Ryan\_Hughes](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBT_Ryan_Hughes.png "AJBT_Ryan_Hughes") Ryan Hughes #### Managing Director ![AJBT\_Richard\_SV](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBT_Richard_SV.png "AJBT_Richard_SV") Richard Slattery-Vickers #### Head of Product ![AJBT\_James\_Flintoft](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBT_James_Flintoft.png "AJBT_James_Flintoft") James Flintoft #### Head of Investment Solutions ![AJBT\_Paul\_Angell](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBT_Paul_Angell.png "AJBT_Paul_Angell") Paul Angell #### Head of Investment Research ![AJBT\_Ian\_Aylward](https://landing.ajbelltouch.co.uk/hubfs/AJ%20Bell%20Touch/AJBT_Ian_Aylward.png "AJBT_Ian_Aylward") Ian Aylward #### Head of Investment Partnerships The information on this page is intended for professional advisers only. 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